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Maximize Retirement Income with a Social Security Bridge
WebRetirement can be tough. Your clients approaching retirement face a series of high-stakes decisions like when to start taking Social Security benefits. It’s time to start …
Actived: 8 days ago
URL: https://dmi.com/blog/maximize-retirement-income-with-a-social-security-bridge/
Are Virtual Sales Techniques Here to Stay
WebThe pandemic accelerated the technological evolution in many industries, the insurance industry included. Customer expectations have evolved, and in order to deliver services and remain competitive, it is important to adapt sales practices to leverage technology efficiencies.
Climbing the MYGA Ladder
WebSplit into 4 equal $250,000 MYGAs, one for a 2-year, 3-year, 4 -year and 5-year duration. As an example of hypothetical rates, a 2-year MYGA rate is 5.65%, 3-year is 6%, 4-year is 5.70% and 5-year is 6.15%. This gives an average annual rate of 5.875%. Starting at the end of the 2nd year, the client will have $250,000 coming out of surrender
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